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Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $314,608 | $106,280+196.0% | $96,538+225.9% | $139,487+125.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.71% | 38.48%-24.8pp | 35.74%-22.0pp | 373.84%-360.1pp |
| Employer contribution / active EE | $8,334 | $4,107+102.9% | $3,740+122.8% | $4,755+75.3% |
| Participant deferral / active EE | $12,605 | $5,457+131.0% | $4,880+158.3% | $6,713+87.8% |
| Admin fee / account holder | $49 | $7,888-99.4% | $6,737-99.3% | $11,407-99.6% |